Account Type******* *****Account Owner**** ********Account Opps/Deals*** ***Closed Won • Nov 24***K $Closed
**** ***Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Tuolumne River TrustInterim CFO/COOJul 24 - PresentRgpFinancial Business ConsultantOct 19- May 24Charles SchwabManaging Director, Financial Planning & AnalysisJul 05- Mar 18
Nicholas A MorinChief Financial OfficerView Profile, nicholas a morinMariana RobinaSenior Vice President Of Investments FinanceView Profile, mariana robinaJeff JohnstonVice President FP AView Profile, jeff johnston